Tax Manager, Private Client Services jobs in United States
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BDO USA · 1 day ago

Tax Manager, Private Client Services

BDO USA is a leading accounting and advisory firm, and they are seeking a Tax Manager for their Private Client Services practice. The role involves managing tax and consulting engagements for high net-worth clients, providing tax compliance and consulting services, and supervising team members.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
Directs communication with government agencies for matters of the highest complexity
Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and completes tasks both individually and with a team
Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO professionals and external sources
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates

Qualification

Tax ComplianceCertified Public AccountantTax ResearchMicrosoft Office SuiteBusiness DevelopmentPeople DevelopmentLeadershipCommunication

Required

Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Five (5) or more years prior experience in accounting, finance, or law, required
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
Initiative
Communication
Leadership
People Development

Preferred

Master's degree in Accountancy or Taxation, preferred
Experience working in public accounting, or the private client service area, preferred
Possession of other professional degrees or certifications applicable to role, preferred
Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Benefits

Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

H1B Sponsorship

BDO USA has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)

Funding

Current Stage
Late Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Catherine Moy
Chief People Officer
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Cristin Boynton
Principal, Tax Automation & Innovation
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Company data provided by crunchbase